Paul
Zuber

Federated Investment Counseling

CRD#2655345
Investment Advisor
in Freehold, NJ

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About this Advisor

Paul Zuber is a financial advisor operating out of Freehold, New Jersey who has 16 years of industry experience. Zuber is currently employed by Federated Investment Counseling. During their career, Zuber has held roles at Federated Securities Corp, Federated Hermes, Inc, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Investment Counseling, Federated Global Investment Management Corp and Federated International Securities Corp. Zuber has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Illinois, New York, Pennsylvania and Texas. Federated Investment Counseling is a financial advisory firm based in Pittsburgh, PA. It has offices in two locations and a total of 210 advisors. It handles $165 billion in assets under management among its 6,832 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 6,832 client accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Federated Investment Counseling performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, educational seminars and other services. Financial advisory fee schedules are based on the services. However, fees billed by Federated Investment Counseling likely are comprised of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Freehold, NJ

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Federated Investment Counseling Brokerage Details

Total Assets Under Management

$164,772,846,686

NJ Average: $15,833,994,310
Total Number of Employees

210

NJ Average: 41
Total Number of Accounts

6,832

NJ Average: 3,342
Average Account Size

$24,117,805

NJ Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Paul Zuber Work History

Paul has been registered as a financial advisor for 16 years.*

2021 - Present (3 years)

Federated International Securities Corp

2010 - Present (14 years)

Federated Global Investment Management Corp

2006 - Present (18 years)

Federated Securities Corp

2006 - Present (18 years)

Federated Hermes, Inc

2006 - Present (18 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2006 - Present (18 years)

Federated Investment Counseling

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Zuber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Federated Investment Counseling

Madison Dischinger
Pittsburgh, PA
Michael Jura
Pittsburgh, PA
David Catalane
Pittsburgh, PA
Anne Hillwig
Pittsburgh, PA
Jeff Aronsohn
Pittsburgh, PA
Stephen Van Meter
Pittsburgh, PA
Maria Riggi
Lincoln University, PA
Robert Schwartz
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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